Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the future value of your current savings.
How much can you afford to pay for a car?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.